Tax Partner - Ultra High Net Worth - Real Estate

RSM • New York, NY

230d

About The Position

We have an exciting opportunity for an experienced Tax Partner to join our expanding Ultra High Net Worth (UHNW) - Real Estate team. This role provides an opportunity to join a high-performing practice where you will use your expertise in taxation to provide federal and state tax planning, consulting, structuring, and compliance services to high-net-worth clients including real estate sponsors, owners, investors, and developers. You will work with a variety of clients including management companies, joint ventures, family partnerships, individuals, trusts, and other owners and operators of real estate. This partner would align to our UHNW practice but work very closely with the real estate team to augment the breath of tax compliance and consulting services for our real estate focused UHNW clients and family offices. You would immediately be integrating into the UHNW national leadership team to develop and learn from high functioning partners in other markets and would immediately be tasked with partnering on some very strategic clients. Candidates must be familiar with high net worth tax consulting and possess the analytical skills necessary for the effective diagnosis, development and implementation of solutions to clients' tax needs. With the support of the firm, you'll have the opportunity to develop and pursue creative approaches to resolve client issues.

Requirements

• Bachelor's degree in Accounting.
• CPA License or JD required.
• 12+ years' experience in dealing with high-net-worth clients required.
• Experience in the review of tax returns for wealthy individuals and family members, their trusts, investment entities, and private businesses.
• Strong experience with private client services including personal taxation, trust taxation, estate & gift taxation, and charitable taxation.
• Ability to support financial growth efforts and manage a book of business.
• Strong verbal and written communication skills.
• Exceptional client service and communication skills.

Nice To Haves

• Master's Degree in Taxation or Law Degree.
• Experience working for a Big 4 or large national, regional or local accounting firm or large Family Offices.
• Experience working with Private Foundations.
• Exposure to reporting and filings related to foreign assets, investments and holdings.
• Proven ability to develop new business relationships and expand services to existing clients.

Responsibilities

• Provide federal and state tax planning, consulting, structuring, and compliance services to high-net-worth clients.
• Work with management companies, joint ventures, family partnerships, individuals, trusts, and other owners and operators of real estate.
• Align with the UHNW practice and collaborate closely with the real estate team.
• Integrate into the UHNW national leadership team and partner on strategic clients.
• Plan client engagements and provide tax consulting services.
• Manage compliance projects and supervise the work of team staff members.
• Develop and maintain outstanding client relationships.

Benefits

• Competitive benefits and compensation package.
• Flexibility in your schedule to balance life's demands.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Industry: Professional, Scientific, and Technical Services
• Education Level: Bachelor's degree
• Number of Employees: 5,001-10,000 employees